Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OIEMX (OBERWEIS EMERGING MARKETS FUND INSTITUTIONAL CLASS) | NA | -12.76% | -15.84% | 1.24% | NA | NA | NA | … | … |
Data as of 11/19/2024, Common starting date is 05/02/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OIEMX (OBERWEIS EMERGING MARKETS FUND INSTITUTIONAL CLASS) | 05/02/2018 | 11/19/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.10 | -12.76 | -15.84 | 1.24 | NA | NA | NA | … | … | -15.99 | 15.29 | -26.11 | -1.08 | 43.15 | 22.91 | -20.92 |
| Sharpe Ratio | NA | -0.67 | -0.88 | -0.05 | NA | NA | NA | … | … | -0.86 | 0.95 | -1.32 | -0.06 | 1.47 | 1.78 | -1.70 |
| Standard Deviation(%) | NA | 27.50 | 22.43 | 22.52 | NA | NA | NA | … | … | 28.92 | 11.71 | 20.97 | 18.82 | 29.08 | 12.11 | 18.36 |
| Draw Down(%) | NA | 23.07 | 43.85 | 43.85 | NA | NA | NA | … | … | 23.07 | 10.48 | 32.58 | 16.96 | 30.28 | 8.30 | 26.52 |
| Yield(%) | 0.00 | 0.73 | 0.17 | 0.18 | 0.08 | 0.06 | 0.04 | … | … | 0.00 | 0.81 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 11/19/2024, Common starting date is 05/02/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OIEMX (OBERWEIS EMERGING MARKETS FUND INSTITUTIONAL CLASS) |
-14.73%
Oct 2021 – Oct 2024 |
1.33%
Oct 2019 – Oct 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OIEMX (OBERWEIS EMERGING MARKETS FUND INSTITUTIONAL CLASS) |
27.93%
Oct 2018 – Oct 2021 |
8.20%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart